Oscar Health Ownership 2024 | Who Owns Oscar Health Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

74.67%

Insider Ownership

2.61%

Retail Ownership

22.72%

Institutional Holders

277.00

Oscar Health Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC7.51%0.01%17,384,6712,801,90919.21%275,025,496Jun 30, 2024
BLACKROCK INC.6.12%0.01%14,175,0041,981,33116.25%224,248,563Jun 30, 2024
DRAGONEER INVESTMENT GROUP, LLC5.50%3.85%12,725,999--201,325,304Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.4.88%0.11%11,285,5952,742,74932.11%178,539,000Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)3.01%1.83%6,959,787-2,413,310-25.75%110,103,830Jun 30, 2024
VIKING GLOBAL INVESTORS LP2.56%0.36%5,928,0381,196,03625.28%93,781,561Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.14%0.01%4,956,435978,28324.59%78,412,000Jun 30, 2024
STATE STREET CORP2.09%0.00%4,841,467186,8714.01%76,592,008,000Jun 30, 2024
THRIVE CAPITAL MANAGEMENT, LLC2.05%8.82%4,755,222--75,227,612Jun 30, 2024
GILDER GAGNON HOWE & CO LLC2.05%0.94%4,734,738513,22212.16%74,903,561Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.68%0.10%3,886,100934,60031.67%61,478,102Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.68%0.01%3,884,435516,90515.35%61,462,538Jun 30, 2024
CAPITAL WORLD INVESTORS1.19%0.01%2,751,000--43,520,820Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.15%0.01%2,653,701-209,158-7.31%42,010,572Jun 30, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/1.04%1.66%2,401,192-670,260-21.82%37,986,857Jun 30, 2024
CAPTION MANAGEMENT, LLC1.02%0.58%2,363,2001,363,200136.32%37,385,824Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.01%0.01%2,344,63535,0081.52%37,092,126Jun 30, 2024
GENERAL CATALYST GROUP MANAGEMENT, LLC0.91%2.87%2,107,719--33,344,115Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.88%0.07%2,046,046507,00932.94%32,368,448Jun 30, 2024
GLYNN CAPITAL MANAGEMENT LLC0.83%6.12%1,915,719--30,306,675Jun 30, 2024

Oscar Health's largest institutional shareholder is VANGUARD GROUP INC, holding 7.51% of the company's total share outstanding, currently valued at $275.03M. The top 10 institutional shareholders own together 37.91% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALPHA SQUARE GROUP S, LLC0.25%17.22%588,173-30,000-4.85%9,304,897Jun 30, 2024
THRIVE CAPITAL MANAGEMENT, LLC2.05%8.82%4,755,222--75,227,612Jun 30, 2024
GLYNN CAPITAL MANAGEMENT LLC0.83%6.12%1,915,719--30,306,675Jun 30, 2024
ANCIENT ART, L.P.0.46%4.35%1,074,012-914,417-45.99%16,990,870Jun 30, 2024
DRAGONEER INVESTMENT GROUP, LLC5.50%3.85%12,725,999--201,325,304Jun 30, 2024
ARDSLEY ADVISORY PARTNERS LP0.55%3.02%1,281,300-101,900-7.37%20,564,865Jun 30, 2024
IRON TRIANGLE PARTNERS LP0.79%2.95%1,832,256497,75337.30%28,986,290Jun 30, 2024
RHENMAN & PARTNERS ASSET MANAGEMENT AB0.82%2.90%1,906,611215,08912.72%30,162,586Jun 30, 2024
GENERAL CATALYST GROUP MANAGEMENT, LLC0.91%2.87%2,107,719--33,344,115Jun 30, 2024
FIRST LIGHT ASSET MANAGEMENT, LLC0.81%2.59%1,865,922-236,632-11.25%29,518,886Jun 30, 2024
OPTIONS SOLUTIONS, LLC0.10%2.11%225,446-23,374-9.39%3,566,556Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)3.01%1.83%6,959,787-2,413,310-25.75%110,103,830Jun 30, 2024
BECK BODE, LLC0.24%1.79%564,297-98,540-14.87%8,927,174Jun 30, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/1.04%1.66%2,401,192-670,260-21.82%37,986,857Jun 30, 2024
GUNDERSON CAPITAL MANAGEMENT INC.0.11%1.65%243,362-937-0.38%3,849,987Jun 30, 2024
8 KNOTS MANAGEMENT, LLC0.45%1.59%1,042,049--16,485,215Jun 30, 2024
EDBI PTE LTD0.03%1.09%60,74060,740100.00%960,907Jun 30, 2024
GILDER GAGNON HOWE & CO LLC2.05%0.94%4,734,738513,22212.16%74,903,561Jun 30, 2024
PARK WEST ASSET MANAGEMENT LLC0.29%0.79%677,615-65,000-8.75%10,719,869Jun 30, 2024
BRIDGER MANAGEMENT, LLC0.04%0.78%95,70095,700100.00%1,513,974Jun 30, 2024

The largest Oscar Health shareholder by % of total assets is ALPHA SQUARE GROUP S, LLC. The company owns 588.17K shares of Oscar Health (OSCR), representing 17.22% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC7.51%0.01%17,384,6712,801,90919.21%275,025,496Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.4.88%0.11%11,285,5952,742,74932.11%178,539,000Jun 30, 2024
BLACKROCK INC.6.12%0.01%14,175,0041,981,33116.25%224,248,563Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS0.70%0.01%1,624,2341,624,234100.00%25,695,382Jun 30, 2024
CAPTION MANAGEMENT, LLC1.02%0.58%2,363,2001,363,200136.32%37,385,824Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.53%0.08%1,236,5841,236,584100.00%19,562,759Jun 30, 2024
VIKING GLOBAL INVESTORS LP2.56%0.36%5,928,0381,196,03625.28%93,781,561Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/2.14%0.01%4,956,435978,28324.59%78,412,000Jun 30, 2024
MAN GROUP PLC0.41%0.04%937,407937,407100.00%14,829,779Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.68%0.10%3,886,100934,60031.67%61,478,102Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.40%0.04%930,238930,238100.00%14,716,367Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.60%0.00%1,393,048860,226161.45%22,038,013Jun 30, 2024
COOKSON PEIRCE & CO INC0.32%0.56%735,808735,808100.00%11,640,483Jun 30, 2024
HOLOCENE ADVISORS, LP0.62%0.10%1,438,820700,00894.75%22,762,132Jun 30, 2024
TREXQUANT INVESTMENT LP0.53%0.29%1,215,989686,448129.63%19,236,946Jun 30, 2024
INVESCO LTD.0.38%0.00%880,740677,165332.64%13,933,307Jun 30, 2024
MARSHALL WACE, LLP0.25%0.01%589,702589,702100.00%9,329,086Jun 30, 2024
HENNESSY ADVISORS INC0.25%0.34%571,900571,900100.00%9,047,458Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD0.24%0.08%562,049518,1211179.48%8,891,616Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.68%0.01%3,884,435516,90515.35%61,462,538Jun 30, 2024

As of Jun 30 2024, Oscar Health's largest institutional buyer is VANGUARD GROUP INC. The company purchased 2.80M stocks of OSCR, valued at $275.03M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)3.01%1.83%6,959,787-2,413,310-25.75%110,103,830Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.71%0.01%1,650,544-1,331,234-44.65%26,111,606Jun 30, 2024
MORGAN STANLEY0.70%0.00%1,615,089-953,832-37.13%25,550,717Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.24%0.03%560,874-916,087-62.03%8,873,027Jun 30, 2024
ANCIENT ART, L.P.0.46%4.35%1,074,012-914,417-45.99%16,990,870Jun 30, 2024
ROCK SPRINGS CAPITAL MANAGEMENT LP0.54%0.60%1,251,500-858,500-40.69%19,798,730Jun 30, 2024
PARKMAN HEALTHCARE PARTNERS LLC----831,283-100.00%-Jun 30, 2024
SOUTHEASTERN ASSET MANAGEMENT INC/TN/1.04%1.66%2,401,192-670,260-21.82%37,986,857Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.02%0.01%49,708-575,415-92.05%786,380Jun 30, 2024
JPMORGAN CHASE & CO0.59%0.00%1,370,408-489,498-26.32%21,679,854Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----378,424-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.66%0.04%1,527,972-353,259-18.78%24,172,517Jun 30, 2024
AMERIPRISE FINANCIAL INC0.04%0.00%89,969-310,208-77.52%1,423,306Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC----254,232-100.00%-Jun 30, 2024
FIRST LIGHT ASSET MANAGEMENT, LLC0.81%2.59%1,865,922-236,632-11.25%29,518,886Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.15%0.01%2,653,701-209,158-7.31%42,010,572Jun 30, 2024
D. E. SHAW & CO., INC.0.05%0.00%112,790-194,201-63.26%1,784,337Jun 30, 2024
FIRST TRUST ADVISORS LP0.18%0.01%412,283-182,576-30.69%6,522,317Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.05%0.00%107,208-169,665-61.28%1,696,030Jun 30, 2024
CONCENTRIC CAPITAL STRATEGIES, LP----149,130-100.00%-Jun 30, 2024

As of Jun 30 2024, Oscar Health's biggest institutional seller is DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C). The company sold -2.41M shares of OSCR, valued at $110.10M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL INTERNATIONAL INVESTORS0.70%0.01%1,624,2341,624,234100.00%25,695,382Jun 30, 2024
MAN GROUP PLC0.41%0.04%937,407937,407100.00%14,829,779Jun 30, 2024
COOKSON PEIRCE & CO INC0.32%0.56%735,808735,808100.00%11,640,483Jun 30, 2024
HENNESSY ADVISORS INC0.25%0.34%571,900571,900100.00%9,047,458Jun 30, 2024
TWINBEECH CAPITAL LP0.18%0.13%406,811406,811100.00%6,435,750Jun 30, 2024
EVERSEPT PARTNERS, LP0.13%0.34%310,893310,893100.00%4,918,327Jun 30, 2024
AGF MANAGEMENT LTD0.12%0.02%282,660282,660100.00%4,471,681Jun 30, 2024
BANK OF MONTREAL /CAN/0.11%0.00%244,048244,048100.00%4,956,615Jun 30, 2024
EAM GLOBAL INVESTORS LLC0.09%0.75%210,065210,065100.00%3,323,228Jun 30, 2024
RAYMOND JAMES & ASSOCIATES0.09%0.00%200,249200,249100.00%3,167,939Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.08%0.01%194,344194,344100.00%3,074,522Jun 30, 2024
D L CARLSON INVESTMENT GROUP INC0.08%0.58%188,348188,348100.00%2,979,665Jun 30, 2024
EAM INVESTORS, LLC0.07%0.40%155,194155,194100.00%2,455,169Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.07%0.05%154,144154,144100.00%2,438,558Jun 30, 2024
MOODY ALDRICH PARTNERS LLC0.07%0.47%151,230151,230100.00%2,392,459Jun 30, 2024
EISLER CAPITAL (US) LLC0.06%0.04%140,741140,741100.00%2,226,523Jun 30, 2024
STIFEL FINANCIAL CORP0.06%0.00%132,637132,637100.00%2,098,330Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%104,605104,605100.00%1,654,851Jun 30, 2024
CATALYST CAPITAL ADVISORS LLC0.04%0.04%97,00097,000100.00%1,534,540Jun 30, 2024
BRIDGER MANAGEMENT, LLC0.04%0.78%95,70095,700100.00%1,513,974Jun 30, 2024
WOLVERINE TRADING, LLC0.04%0.00%91,10091,100100.00%1,441,202Jun 30, 2024
WINTON GROUP LTD0.04%0.09%86,13686,136100.00%1,362,672Jun 30, 2024
PEARL RIVER CAPITAL, LLC0.04%0.21%82,70982,709100.00%1,308,456Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.03%0.00%79,40879,408100.00%1,256,234Jun 30, 2024
EDBI PTE LTD0.03%1.09%60,74060,740100.00%960,907Jun 30, 2024
COLONY GROUP, LLC0.02%0.00%50,59950,599100.00%800,000Jun 30, 2024
STRS OHIO0.02%0.00%46,20046,200100.00%730,884,000Jun 30, 2024
HARVEST INVESTMENT SERVICES, LLC0.02%0.24%38,04738,047100.00%601,904Jun 30, 2024
GLOBAL ENDOWMENT MANAGEMENT, LP0.01%0.06%34,03234,032100.00%538,386Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0.01%0.00%33,19733,197100.00%525,177Jun 30, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.01%0.09%31,30831,308100.00%495,293Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.01%0.00%27,80027,800100.00%439,796Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.01%0.00%25,63725,637100.00%405,577Jun 30, 2024
PRECISION WEALTH STRATEGIES, LLC0.01%0.42%25,47525,475100.00%403,015Jun 30, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC0.01%0.03%25,43125,431100.00%402,000Jun 30, 2024
BANK OF HAWAII0.01%0.02%25,40425,404100.00%401,891Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.01%0.07%25,28025,280100.00%399,930Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.14%20,51520,515100.00%324,547Jun 30, 2024
GLENMEDE TRUST CO NA0.01%0.00%19,31719,317100.00%305,594Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.00%15,40015,400100.00%243,628Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.01%0.00%15,20015,200100.00%240,464Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO0.01%0.00%14,44914,449100.00%229,000Jun 30, 2024
XPONANCE, INC.0.01%0.00%12,30012,300100.00%194,586Jun 30, 2024
SIMPLICITY WEALTH,LLC0.00%0.00%11,29311,293100.00%178,655Jun 30, 2024
BLEAKLEY FINANCIAL GROUP, LLC0.00%0.01%11,29311,293100.00%178,655Jun 30, 2024
KAIZEN FINANCIAL STRATEGIES0.00%0.12%11,22511,225100.00%195,203Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.00%0.03%11,11711,117100.00%175,871Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.00%0.00%10,54610,546100.00%159,000Jun 30, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0.00%0.01%7,9687,968100.00%126,053Jun 30, 2024
QUEST PARTNERS LLC0.00%0.01%5,9025,902100.00%93,370Jun 30, 2024
POINT72 HONG KONG LTD0.00%0.00%4,9394,939100.00%78,130Jun 30, 2024
TORTOISE INVESTMENT MANAGEMENT, LLC0.00%0.00%3,2003,200100.00%3,200Jun 30, 2024
IBEX WEALTH ADVISORS0.00%0.01%3,0003,000100.00%47,460Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.00%0.00%1,9211,921100.00%30,390Jun 30, 2024
HM PAYSON & CO0.00%0.00%1,9041,904100.00%30,122Jun 30, 2024
OPTIVER HOLDING B.V.0.00%-1,1191,119100.00%17,703Jun 30, 2024
VALLEY NATIONAL ADVISERS INC0.00%0.00%1,0001,000100.00%15,000Jun 30, 2024
FIRST HORIZON ADVISORS, INC.0.00%0.00%869869100.00%13,748Jun 30, 2024
SMITHFIELD TRUST CO0.00%0.00%575575100.00%9,000Jun 30, 2024
MATRIX TRUST CO0.00%0.00%570570100.00%9,000Jun 30, 2024
CWM, LLC0.00%-552552100.00%9,000Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%250250100.00%3,955Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.00%130130100.00%2,057Jun 30, 2024
TORTOISE INVESTMENT MANAGEMENT, LLC-0.00%100100100.00%1,582Jun 30, 2024
TOTH FINANCIAL ADVISORY CORP-0.00%7070100.00%1,108Jun 30, 2024
LYNX INVESTMENT ADVISORY-0.00%6161100.00%965,000Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC-0.00%5858100.00%1,023Jun 30, 2024
CONTINUUM ADVISORY, LLC-0.00%4949100.00%775Jun 30, 2024
CVA FAMILY OFFICE, LLC-0.00%3636100.00%570Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP--3030100.00%475Jun 30, 2024
BELL INVESTMENT ADVISORS, INC-0.00%2929100.00%459Jun 30, 2024

Oscar Health's largest new institutional shareholder by number of shares is CAPITAL INTERNATIONAL INVESTORS, purchased 1.62M shares, valued at $25.70M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARKMAN HEALTHCARE PARTNERS LLC----831,283-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----378,424-100.00%-Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC----254,232-100.00%-Jun 30, 2024
CONCENTRIC CAPITAL STRATEGIES, LP----149,130-100.00%-Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----140,246-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----79,411-100.00%-Jun 30, 2024
PINEBRIDGE INVESTMENTS, L.P.----77,263-100.00%-Jun 30, 2024
VERITION FUND MANAGEMENT LLC----74,427-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----71,707-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----71,519-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----50,729-100.00%-Jun 30, 2024
G2 INVESTMENT PARTNERS MANAGEMENT LLC----50,000-100.00%-Jun 30, 2024
HRT FINANCIAL LP----41,508-100.00%-Jun 30, 2024
CTF CAPITAL MANAGEMENT, LP----33,120-100.00%-Jun 30, 2024
SOUTHEAST ASSET ADVISORS INC.----30,790-100.00%-Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP----26,258-100.00%-Jun 30, 2024
SIMMONS BANK----17,500-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----14,495-100.00%-Jun 30, 2024
QRG CAPITAL MANAGEMENT, INC.----14,181-100.00%-Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC----13,282-100.00%-Jun 30, 2024
CORNERSTONE INVESTMENT PARTNERS, LLC----11,955-100.00%-Jun 30, 2024
MAI CAPITAL MANAGEMENT----10,000-100.00%-Jun 30, 2024
SKYVIEW INVESTMENT ADVISORS, LLC----10,000-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----8,437-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----5,814-100.00%-Jun 30, 2024
FNY INVESTMENT ADVISERS, LLC----3,577-100.00%-Jun 30, 2024
SYMMETRY PEAK MANAGEMENT LLC----1,000-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----192-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----103-100.00%-Jun 30, 2024
BROWN BROTHERS HARRIMAN & CO----11-100.00%-Jun 30, 2024

Oscar Health's largest sold out institutional shareholder by shares sold is PARKMAN HEALTHCARE PARTNERS LLC, sold -0.83M shares, valued at -, as of undefined.

Oscar Health Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Tema ETF Trust0.91%40,49723,248134.78%Feb 29, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.53%1,914,1001,914,100-Mar 31, 2024
LONGLEAF PARTNERS FUNDS TRUST0.51%3,067,848-2,643,859-46.29%Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.30%2,363,0002,363,000-Mar 31, 2024
OBERWEIS FUNDS0.29%295,000295,000-Mar 31, 2024
ALGER FUNDS0.23%221,750171,225338.89%Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.22%719,500719,500-Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.22%116,300--Mar 31, 2024
Zacks Trust0.21%18,93418,934-Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.20%38,962--Mar 28, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.13%506,23676,05017.68%Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.13%80,355--Feb 29, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.11%36,977--Mar 31, 2024
PIONEER SERIES TRUST II0.09%1,102,513--Feb 29, 2024
AMERICAN FUNDS FUNDAMENTAL INVESTORS0.09%1,840,350--Mar 31, 2024
T. Rowe Price Equity Funds, Inc.0.08%898,400898,400-Mar 31, 2024
Federated Hermes MDT Series0.07%174,012-9,920-5.39%Jan 31, 2024
Voya EQUITY TRUST0.06%95,190--Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.05%278,471-3,566-1.26%Mar 31, 2024
Vericimetry Funds0.04%4,048--Mar 31, 2024
FIDELITY MT VERNON STREET TRUST0.04%1,188,468--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.04%24,1895482.32%Mar 31, 2024
SMALLCAP WORLD FUND INC0.04%2,751,000--Mar 31, 2024
VANGUARD SPECIALIZED FUNDS0.04%2,116,136--Jan 31, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.03%2,964--Feb 29, 2024
VANGUARD INDEX FUNDS0.03%13,130,447-1,822,102-12.19%Mar 31, 2024
Humankind Benefit Corp0.02%556-41-6.87%Dec 31, 2023
IndexIQ ETF Trust0.02%49,743-3,482-6.54%Jan 31, 2024
Fidelity Commonwealth Trust II0.02%135,05258,27475.90%Aug 31, 2023
DRIEHAUS MUTUAL FUNDS0.02%175,083175,083-Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.02%3,765--Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%428,0303,5900.85%Jan 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.01%28,700--Jan 31, 2024
HUSSMAN INVESTMENT TRUST0.01%31,000--Dec 31, 2023
VANGUARD HORIZON FUNDS0.01%202,563--Mar 31, 2024
Legg Mason ETF Investment Trust0.01%17,110--Mar 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC0.01%546,328--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.01%1,259,68355,0484.57%Feb 29, 2024
Calvert Variable Products, Inc.0.01%15,370--Mar 31, 2024
Cambria ETF Trust0.01%46,111-5,489-10.64%Jan 31, 2024
Forethought Variable Insurance Trust0.00%21,187--Mar 28, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%361,541150,06970.96%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%51,986-59,141-53.22%Mar 31, 2024
FIDELITY CONTRAFUND0.00%275,362--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%48,99423,96095.71%Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%73,381-70,044-48.84%Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%97,595-7,388-7.04%Mar 31, 2024
Dimensional ETF Trust0.00%906,09386,87610.60%Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%17,70016,1001006.25%Mar 28, 2024
T. Rowe Price Index Trust, Inc.0.00%39,36110,90238.31%Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,772,06978,6894.65%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%188,386-59,421-23.98%Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%51,879-10,031-16.20%Mar 31, 2024
Global X Funds0.00%71,519-111,602-60.94%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%7,6841041.37%Mar 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%1,463,526--Mar 31, 2024
North Square Investments Trust0.00%12,790-17,197-57.35%Feb 29, 2024
BAILLIE GIFFORD FUNDS0.00%14,082--Mar 28, 2024
JANUS INVESTMENT FUND0.00%399,142--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%753,73834,0684.73%Feb 29, 2024
OHIO NATIONAL FUND INC0.00%25,738--Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.00%1,9881,988-Mar 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%125,600125,600-Mar 31, 2024
Tidal ETF Trust0.00%15,486--Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%357,235--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%4,229-1,067-20.15%Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.00%2,483--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%58,2833,6836.75%Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%2,430--Mar 31, 2024
VALIC Co I0.00%255,564195,958328.76%Feb 29, 2024
ALLSPRING MASTER TRUST0.00%54,78553,4694062.99%Feb 29, 2024
VANGUARD WORLD FUND0.00%202,788-3,229-1.57%Feb 29, 2024
AB CAP FUND, INC.0.00%27,826--Jan 31, 2024
JANUS ASPEN SERIES0.00%32,751--Dec 31, 2023
HARTFORD SERIES FUND INC0.00%27,945--Mar 31, 2024
Brinker Capital Destinations Trust0.00%32,10329,3321058.53%Feb 29, 2024
NORTHERN FUNDS0.00%69,8072790.40%Mar 28, 2024
EQ ADVISORS TRUST0.00%447,10329,9697.18%Mar 31, 2024
iSHARES TRUST0.00%5,786,153-284,783-4.69%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%695,18187,47014.39%Feb 29, 2024
FLEXSHARES TRUST0.00%26,726-644-2.35%Jan 31, 2024
RYDEX SERIES FUNDS0.00%1,410--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND II0.00%2,1182,118-Mar 31, 2024
Federated Hermes Global Allocation Fund0.00%2,714-4,404-61.87%Feb 29, 2024
TIAA-CREF FUNDS0.00%836,01388,99611.91%Jan 31, 2024
Voya PARTNERS INC0.00%21,961--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%34,23210,13342.05%Mar 31, 2024
Blackstone Alternative Investment Funds0.00%29,000-500-1.69%Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%3,732--Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%20,702-24,557-54.26%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%2,1152,115-Mar 28, 2024
Voya INVESTORS TRUST0.00%11,16910,115959.68%Mar 31, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%87,35810,44313.58%Jan 31, 2024
VANGUARD WELLINGTON FUND0.00%74,410-10,250-12.11%Feb 29, 2024
Brighthouse Funds Trust II0.00%158,892106,600203.86%Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%700--Dec 31, 2023
VIRTUS EQUITY TRUST0.00%1,396--Mar 28, 2024
PENN SERIES FUNDS INC0.00%4,900--Mar 28, 2024
LoCorr Investment Trust0.00%4,198-400-8.70%Mar 31, 2024
SEASONS SERIES TRUST0.00%3,8162,543199.76%Mar 31, 2024

Oscar Health's largest mutual fund holder by % of total assets is "Tema ETF Trust", owning 40.50K shares, compromising 0.91% of its total assets.

Oscar Health Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2427718.38%
31 Mar, 2423418.78%
31 Dec, 231977.65%
30 Sep, 231838.93%
30 Jun, 2316824.44%
31 Mar, 231350.75%
31 Dec, 22134-0.74%
30 Sep, 22135-
30 Jun, 221351.50%
31 Mar, 221333.91%
31 Dec, 2112829.29%
30 Sep, 219910.00%
30 Jun, 2190-8.16%
31 Mar, 2198-

As of 30 Jun 24, 277 institutions are holding Oscar Health's shares, representing an increase of 18.38% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24172,825,60310.21%
31 Mar, 24156,807,9504.08%
31 Dec, 23150,655,8152.55%
30 Sep, 23146,903,024-0.64%
30 Jun, 23147,845,4300.24%
31 Mar, 23147,495,3955.85%
31 Dec, 22139,348,963-5.08%
30 Sep, 22146,799,8713.41%
30 Jun, 22141,959,541-0.94%
31 Mar, 22143,308,6990.52%
31 Dec, 21142,570,6178.41%
30 Sep, 21131,515,044-21.27%
30 Jun, 21167,039,062-1.28%
31 Mar, 21169,203,603-

Oscar Health (OSCR) has 172.83M shares outstanding as of 30 Jun 24, up 10.21% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2474.67%1.49%
31 Mar, 2470.74%1.61%
31 Dec, 2366.34%1.48%
30 Sep, 2366.96%1.44%
30 Jun, 2368.16%1.47%
31 Mar, 2368.00%1.62%
31 Dec, 2264.75%1.36%
30 Sep, 2268.98%1.53%
30 Jun, 2267.18%1.45%
31 Mar, 2268.06%1.07%
31 Dec, 2179.66%2.00%
30 Sep, 2163.18%0.97%
30 Jun, 2180.51%1.21%
31 Mar, 2181.55%-

As of 30 Jun 24, Oscar Health is held by 74.67% institutional shareholders, representing a 1.49% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2416619.42%
31 Mar, 2413932.38%
31 Dec, 231058.25%
30 Sep, 2397-7.62%
30 Jun, 2310552.17%
31 Mar, 2369-8.00%
31 Dec, 227525.00%
30 Sep, 2260-26.83%
30 Jun, 228220.59%
31 Mar, 2268-2.86%
31 Dec, 217029.63%
30 Sep, 215417.39%
30 Jun, 2146-49.45%
31 Mar, 2191-

166 institutional shareholders have increased their position in OSCR stock as of 30 Jun 24 compared to 139 in the previous quarter (a 19.42% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24625.08%
31 Mar, 245911.32%
31 Dec, 235315.22%
30 Sep, 234639.39%
30 Jun, 2333-13.16%
31 Mar, 233840.74%
31 Dec, 2227-27.03%
30 Sep, 2237105.56%
30 Jun, 2218-37.93%
31 Mar, 22297.41%
31 Dec, 212742.11%
30 Sep, 2119-9.52%
30 Jun, 2121-
31 Mar, 21--

62 institutional shareholders have reduced their position in OSCR stock as of 30 Jun 24 compared to 59 in the previous quarter (a 5.08% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2427718.38%172,825,60310.21%74.67%1.49%16619.42%625.08%
31 Mar, 2423418.78%156,807,9504.08%70.74%1.61%13932.38%5911.32%
31 Dec, 231977.65%150,655,8152.55%66.34%1.48%1058.25%5315.22%
30 Sep, 231838.93%146,903,024-0.64%66.96%1.44%97-7.62%4639.39%
30 Jun, 2316824.44%147,845,4300.24%68.16%1.47%10552.17%33-13.16%
31 Mar, 231350.75%147,495,3955.85%68.00%1.62%69-8.00%3840.74%
31 Dec, 22134-0.74%139,348,963-5.08%64.75%1.36%7525.00%27-27.03%
30 Sep, 22135-146,799,8713.41%68.98%1.53%60-26.83%37105.56%
30 Jun, 221351.50%141,959,541-0.94%67.18%1.45%8220.59%18-37.93%
31 Mar, 221333.91%143,308,6990.52%68.06%1.07%68-2.86%297.41%
31 Dec, 2112829.29%142,570,6178.41%79.66%2.00%7029.63%2742.11%
30 Sep, 219910.00%131,515,044-21.27%63.18%0.97%5417.39%19-9.52%
30 Jun, 2190-8.16%167,039,062-1.28%80.51%1.21%46-49.45%21-
31 Mar, 2198-169,203,603-81.55%-91---

Oscar Health Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 07, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell16,793$19.58$328.81K251,136
Jun 07, 2024Blackley Richard Scottofficer Chief Financial OfficerS-SaleSell29,978$19.58$586.97K675,442
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell25,550$19.46$497.20K237,347
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell668$19.09$12.75K236,679

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 07, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell16,793$19.58$328.81K251,136
Jun 07, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptSell31,250--62,500
Jun 07, 2024Blackley Richard Scottofficer Chief Financial OfficerS-SaleSell29,978$19.58$586.97K675,442
Jun 07, 2024Blackley Richard Scottofficer Chief Financial OfficerM-ExemptSell62,500--125,000
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptSell34,379--378,176
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell25,550$19.46$497.20K237,347
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell668$19.09$12.75K236,679
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptSell8,652--95,177

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 15, 2024BOYD JEFFERY Hdirector-A-AwardBuy1,883--49,077
Jun 10, 2024Robinson Elbert O. Jr.director-A-AwardBuy8,974--114,512
Jun 10, 2024Gassen Williamdirector-A-AwardBuy8,974--60,231
Jun 10, 2024Plouffe Daviddirector-A-AwardBuy8,974--114,512
Jun 10, 2024WITTMAN VANESSA AMESdirector-A-AwardBuy8,974--114,512
Jun 10, 2024BOYD JEFFERY Hdirector-A-AwardBuy8,974--114,512
Jun 10, 2024Lang Laura Wdirector-A-AwardBuy8,974--60,231
Jun 07, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptBuy31,250--267,929
Jun 07, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell16,793$19.58$328.81K251,136
Jun 07, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptSell31,250--62,500
Jun 07, 2024Blackley Richard Scottofficer Chief Financial OfficerM-ExemptBuy62,500--705,420
Jun 07, 2024Blackley Richard Scottofficer Chief Financial OfficerS-SaleSell29,978$19.58$586.97K675,442
Jun 07, 2024Blackley Richard Scottofficer Chief Financial OfficerM-ExemptSell62,500--125,000
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptSell34,379--378,176
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptBuy8,652--262,897
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptBuy34,379--254,245
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell25,550$19.46$497.20K237,347
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerS-SaleSell668$19.09$12.75K236,679
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptBuy7,016--219,866
Jun 04, 2024Quane Alessandrea C.officer EVP, Chief Insurance OfficerM-ExemptSell8,652--95,177

The last insider sell of Oscar Health's stock was made by Quane Alessandrea C. on Jun 07 2024, selling 16,793 shares at $19.58 per share (valued at $328.81K).

Oscar Health Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024254062.50%
Q1 2024181994.74%
Q4 2023142070.00%
Q3 2023152560.00%
Q2 2023212295.45%
Q1 20231615106.67%
Q4 2022141782.35%
Q3 2022101190.91%
Q2 20221413107.69%
Q1 2022121675.00%
Q4 20215955.56%
Q3 20216761116.67%
Q1 2021153542.86%

25 total buy trades, and 40 total sell trades (buy/sell ratio of 0.63%) were made by Oscar Health's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-14-
Q1 2024-8-
Q4 2023-7-
Q3 2023-11-
Q2 2023-8-
Q1 2023-7-
Q4 2022-8-
Q3 2022-6-
Q2 2022-7-
Q1 2022-7-
Q4 2021-4-
Q3 20215122550.00%
Q1 2021-6-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 14 open market sell trades of Oscar Health's stocks.

Oscar Health Peer Ownership


TickerCompany
BHGNeueHealth, Inc.
HUMHumana Inc.
CNCCentene Corporation
CVSCVS Health Corporation
ELVElevance Health Inc.
ALHCAlignment Healthcare, Inc.
CLOVClover Health Investments, Corp.
CICigna Corporation
MOHMolina Healthcare, Inc.
UNHUnitedHealth Group Incorporated

OSCR Ownership FAQ


Oscar Health is owned by institutional shareholders (74.67%), insiders (2.61%), and public (22.72%). The largest institutional shareholder of Oscar Health is VANGUARD GROUP INC (7.51% of total shares) and the top mutual fund owner is Tema ETF Trust (0.91% of total shares).

Oscar Health's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., DRAGONEER INVESTMENT GROUP, LLC, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C). The top five shareholders own together 27.02% of the company's share outstanding.

As of Jun 2024, there are 277 institutional shareholders of Oscar Health.

VANGUARD GROUP INC owns 17.38M shares of Oscar Health, representing 7.51% of the company's total shares outstanding, valued at $275.03M (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 14.18M shares of Oscar Health (OSCR), compromising 6.12% of the company, valued at $224.25M.

DRAGONEER INVESTMENT GROUP, LLC is the third largest holder of Oscar Health. The company owns 12.73M of the company's shares outstanding (worth $201.33M).